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Copilot Reviews

& Product Details

What is Copilot?

Copilot is a sophisticated personal finance management tool designed to help users gain comprehensive insight into their financial health.

By seamlessly aggregating data from various financial accounts, Copilot allows users to monitor their spending, investments, and savings in real time.

With features like budget tracking, expense categorization, and financial forecasting, it offers a granular view of one’s financial situation, making it easier to make informed decisions.

The software’s intuitive interface and powerful analytics simplify the complexities of personal finance management, presenting the information in an easy-to-understand format.

This makes Copilot an invaluable asset for individuals looking to improve their financial literacy and take control of their finances.

Designed for a wide array of users, from budget-conscious individuals to those managing diverse investment portfolios, Copilot tailors its functionalities to cater to various financial needs and goals.

By providing personalized financial insights and facilitating efficient money management, Copilot empowers its users to achieve their financial objectives more effectively.

Found in these Categories

Best For

The new standard for modern service businesses.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    Copilot Platforms Inc.

  • Located In

    United States

  • Website


Starting from:

$39 /user/month

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

Copilot's pricing includes the Starter plan at $29 per user per month for up to 50 clients, Professional at $69 per user per month for up to 500 clients, Advanced at $119 per user per month for up to 5,000 clients, and Supersonic with custom pricing for up to 10,000 clients.

  • Access Controls/Permissions
  • Accounting Integration
  • Alerts/Notifications
  • API
  • Billing & Invoicing
  • Calendar/Reminder System
  • Cataloging/Categorization
  • Client Portal
  • Client Management
  • Collaboration Tools
  • Communication Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customizable Branding
  • Customizable Forms
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Marketing
  • Internal Chat Integration
  • Invoice Management
  • Live Chat
  • Mobile Access
  • Task Management
  • Template Management
  • Workflow Management

Additional Features

  • Authentication
  • Automatic Backup
  • Billing Portal
  • Case Notes
  • Chat/Messaging
  • Compliance Management
  • Content Management
  • Credit Card Processing
  • CRM
  • Data Security
  • Electronic Signature
  • Encryption
  • File Management
  • File Sharing
  • File Transfer
  • Forms Management
  • Full Text Search
  • Invoice History
  • Knowledge Base Management
  • Messaging
  • Mobile Payments
  • Multi-Channel Communication
  • Multi-Currency
  • Multi-Language
  • Payment Processing
  • Real Time Synchronization
  • Real-Time Chat
  • Real-time Consumer-facing Chat
  • Real-Time Notifications
  • Recurring/Subscription Billing
  • Reminders
  • Role-Based Permissions
  • Secure Data Storage
  • Self Service Portal
  • Single Sign On
  • Surveys & Feedback
  • Tagging
  • Text Editing
  • Third-Party Integrations
  • Transcripts/Chat History
  • Two-Factor Authentication
  • Unified Directory
  • User Management

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